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Add codification of tax rates (#4372)

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* draft

* .

* Rebase migration

* Update src/pretix/base/models/tax.py

Co-authored-by: Mira <weller@rami.io>

* Test, isort, flake, migration rebase

* carry data & API

* Fix failing tests

* docs fixes

* Improve validation

* Tests

* More fixes

---------

Co-authored-by: Mira <weller@rami.io>
This commit is contained in:
Raphael Michel
2024-12-13 12:04:38 +01:00
committed by GitHub
parent a4385c8b6e
commit 53f129d5d3
36 changed files with 818 additions and 124 deletions
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7
doc/api/resources/invoices.rst
View File

@@ -97,6 +97,7 @@ lines list of objects The actual invo
├ gross_value money (string) Price including taxes
├ tax_value money (string) Tax amount included
├ tax_name string Name of used tax rate (e.g. "VAT")
├ tax_code string Codified reason for tax rate (or ``null``), see :ref:`rest-taxcodes`.
└ tax_rate decimal (string) Used tax rate
foreign_currency_display string If the invoice should also show the total and tax
amount in a different currency, this contains the
@@ -126,6 +127,10 @@ internal_reference string Customer's refe
The ``event`` attribute has been added. The organizer-level endpoint has been added.
.. versionchanged:: 2024.8
The ``tax_code`` attribute has been added.
List of all invoices
--------------------
@@ -203,6 +208,7 @@ List of all invoices
"gross_value": "23.00",
"tax_value": "0.00",
"tax_name": "VAT",
"tax_code": "S/standard",
"tax_rate": "0.00"
}
],
@@ -342,6 +348,7 @@ Fetching individual invoices
"gross_value": "23.00",
"tax_value": "0.00",
"tax_name": "VAT",
"tax_code": "S/standard",
"tax_rate": "0.00"
}
],

14
doc/api/resources/orders.rst
View File

@@ -84,6 +84,7 @@ fees list of objects List of fees in
├ tax_rate decimal (string) VAT rate applied for this fee
├ tax_value money (string) VAT included in this fee
├ tax_rule integer The ID of the used tax rule (or ``null``)
├ tax_code string Codified reason for tax rate (or ``null``), see :ref:`rest-taxcodes`.
└ canceled boolean Whether or not this fee has been canceled.
downloads list of objects List of ticket download options for order-wise ticket
downloading. This might be a multi-page PDF or a ZIP
@@ -159,6 +160,10 @@ cancellation_date datetime Time of order c
The ``cancellation_date`` attribute has been added and can also be used as an ordering key.
.. versionchanged:: 2025.1
The ``tax_code`` attribute has been added.
.. _order-position-resource:
Order position resource
@@ -195,6 +200,7 @@ voucher_budget_use money (string) Amount of money
are changed *after* the order was created. Can be ``null``.
tax_rate decimal (string) VAT rate applied for this position
tax_value money (string) VAT included in this position
tax_code string Codified reason for tax rate (or ``null``), see :ref:`rest-taxcodes`.
tax_rule integer The ID of the used tax rule (or ``null``)
secret string Secret code printed on the tickets for validation
addon_to integer Internal ID of the position this position is an add-on for (or ``null``)
@@ -255,6 +261,10 @@ pdf_data object Data object req
The attribute ``print_logs`` has been added.
.. versionchanged:: 2025.1
The ``tax_code`` attribute has been added.
.. _order-payment-resource:
Order payment resource
@@ -406,6 +416,7 @@ List of all orders
"tax_rate": "0.00",
"tax_value": "0.00",
"tax_rule": null,
"tax_code": null,
"secret": "z3fsn8jyufm5kpk768q69gkbyr5f4h6w",
"addon_to": null,
"subevent": null,
@@ -645,6 +656,7 @@ Fetching individual orders
"tax_rate": "0.00",
"tax_rule": null,
"tax_value": "0.00",
"tax_code": null,
"secret": "z3fsn8jyufm5kpk768q69gkbyr5f4h6w",
"addon_to": null,
"subevent": null,
@@ -1613,6 +1625,7 @@ List of all order positions
"tax_rate": "0.00",
"tax_rule": null,
"tax_value": "0.00",
"tax_code": null,
"secret": "z3fsn8jyufm5kpk768q69gkbyr5f4h6w",
"discount": null,
"pseudonymization_id": "MQLJvANO3B",
@@ -1739,6 +1752,7 @@ Fetching individual positions
"tax_rate": "0.00",
"tax_rule": null,
"tax_value": "0.00",
"tax_code": null,
"secret": "z3fsn8jyufm5kpk768q69gkbyr5f4h6w",
"addon_to": null,
"subevent": null,

47
doc/api/resources/taxrules.rst
View File

@@ -1,3 +1,8 @@
.. spelling:word-list::
EN16931
DSFinV-K
.. _rest-taxrules:
Tax rules
@@ -18,6 +23,7 @@ id integer Internal ID of
name multi-lingual string The tax rules' name
internal_name string An optional name that is only used in the backend
rate decimal (string) Tax rate in percent
code string Codified reason for tax rate (or ``null``), see :ref:`rest-taxcodes`.
price_includes_tax boolean If ``true`` (default), tax is assumed to be included in
the specified product price
eu_reverse_charge boolean **DEPRECATED**. If ``true``, EU reverse charge rules
@@ -42,6 +48,42 @@ custom_rules object Dynamic rules s
The ``custom_rules`` attribute has been added.
.. versionchanged:: 2023.8
The ``code`` attribute has been added.
.. _rest-taxcodes:
Tax codes
---------
For integration with external systems, such as electronic invoicing or bookkeeping systems, the tax rate itself is often
not sufficient information. For example, there could be many different reasons why a sale has a tax rate of 0 %, but the
external handling of the transaction depends on which reason applies. Therefore, pretix allows to supply a codified
reason that allows us to understand what the specific legal situation is. These tax codes are modeled after a combination
of the code lists from the European standard EN16931 and the German standard DSFinV-K.
The following codes are supported:
- ``S/standard`` -- Standard VAT rate in the merchant country
- ``S/reduced`` -- Reduced VAT rate in the merchant country
- ``S/averaged`` -- Averaged VAT rate in the merchant country (known use case: agricultural businesses in Germany)
- ``AE`` -- Reverse charge
- ``O`` -- Services outside of scope of tax
- ``E`` -- Exempt from tax (no reason given)
- ``E/<reason>`` -- Exempt from tax, where ``<reason>`` is one of the codes listed in the `VATEX code list`_ version 5.0.
- ``Z`` -- Zero-rated goods
- ``G`` -- Free export item, VAT not charged
- ``K`` -- VAT exempt for EEA intra-community supply of goods and services
- ``L`` -- Canary Islands general indirect tax
- ``M`` -- Tax for production, services and importation in Ceuta and Melilla
- ``B`` -- Transferred (VAT), only in Italy
The code set in the ``code`` attribute of the tax rule is used by default. When ``eu_reverse_charge`` is active, the
code is replaced by ``AE`` for reverse charge sales and by ``O`` for non-EU sales. When configuring custom rules, you
should actively set a ``"code"`` key on each rule. Only for ``"action": "reverse"`` we automatically apply the code
``AE``, in all other cases the default ``code`` of the tax rule is selected.
Endpoints
---------
@@ -74,6 +116,7 @@ Endpoints
"id": 1,
"name": {"en": "VAT"},
"internal_name": "VAT",
"code": "S/standard",
"rate": "19.00",
"price_includes_tax": true,
"eu_reverse_charge": false,
@@ -115,6 +158,7 @@ Endpoints
"id": 1,
"name": {"en": "VAT"},
"internal_name": "VAT",
"code": "S/standard",
"rate": "19.00",
"price_includes_tax": true,
"eu_reverse_charge": false,
@@ -164,6 +208,7 @@ Endpoints
"id": 1,
"name": {"en": "VAT"},
"internal_name": "VAT",
"code": "S/standard",
"rate": "19.00",
"price_includes_tax": true,
"eu_reverse_charge": false,
@@ -212,6 +257,7 @@ Endpoints
"id": 1,
"name": {"en": "VAT"},
"internal_name": "VAT",
"code": "S/standard",
"rate": "20.00",
"price_includes_tax": true,
"eu_reverse_charge": false,
@@ -258,3 +304,4 @@ Endpoints
:statuscode 403: The requested organizer/event/rule does not exist **or** you have no permission to change it **or** this tax rule cannot be deleted since it is currently in use.
.. _here: https://github.com/pretix/pretix/blob/master/src/pretix/static/schema/tax-rules-custom.schema.json
.. _VATEX code list: https://ec.europa.eu/digital-building-blocks/sites/display/DIGITAL/Registry+of+supporting+artefacts+to+implement+EN16931#RegistryofsupportingartefactstoimplementEN16931-Codelists